RIAs

Financial Planning surveyed its readers to ask about compensation trends, their current structure and any changes their firm was making. We found some of the answers surprising.

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.

Advisors face a shifting landscape on both competitive and economic fronts. Many argue that it's time to scrap the AUM fee altogether.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.

The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.

Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month.

Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.

Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.